See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,982 | $84,402-51.4% | $61,373-33.2% | $134,475-69.5% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -20.95% | 584.55%-605.5pp | 338.61%-359.6pp | 417.96%-438.9pp |
| Employer contribution / active EE | $646 | $1,544-58.2% | $1,159-44.3% | $4,740-86.4% |
| Participant deferral / active EE | $8,200 | $2,819+190.9% | $2,125+285.9% | $6,400+28.1% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |